Basic Stats
| LEI | 549300DRQQI75D2JP341 |
| CIK | 92230 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Growth Fund Of America - Growth Fund of America - Class F-3
SEC Filings (Chronological Order)
This page provides a complete, chronological list of SEC Filings, excluding ownership filings which we provide elsewhere.
| August 1, 2025 |
BYLAWS OF TRUIST FINANCIAL CORPORATION As Amended and Restated, Effective July 29, 2025 ARTICLE I Exhibit 3.1 BYLAWS OF TRUIST FINANCIAL CORPORATION As Amended and Restated, Effective July 29, 2025 ARTICLE I Offices 1.Principal Office: The principal office of the corporation shall be located at 214 N. Tryon Street, Charlotte, North Carolina, or at such other place as the corporation’s board of directors (the “Board” or the “Board of Directors”) may fix from time to time. 2.Registered Office: T |
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| August 1, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 29, 2025 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Comm |
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| July 31, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended: June 30, 2025 Commission File Number: 1-10853 TRUIST FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) North Carolina 56-0939887 (State or other jurisdiction of incorpor |
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| July 31, 2025 |
Exhibit 10.1 TRUIST FINANCIAL CORPORATION NON-QUALIFIED DEFINED CONTRIBUTION PLAN (January 1, 2025 Restatement) Exhibit 10.1 TRUIST FINANCIAL CORPRATION NON-QUALIFIED DEFINED CONTRIBUTION PLAN (January 1, 2025 Restatement) Table of Contents ARTICLE I ESTABLISHMENT AND PURPOSES OF THE PLAN 1 1.1 Establishment of Plan 1 1.2 Purpose of Plan 1 ARTICLE II DEFINITIONS AND CONSTRUCTION 3 2.1 Defined Term |
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| July 18, 2025 |
Truist reports second quarter 2025 results ` News Release Truist reports second quarter 2025 results Net income available to common shareholders of $1. |
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| July 18, 2025 |
Quarterly Performance Summary Truist Financial Corporation Second Quarter 2025 Quarterly Performance Summary Truist Financial Corporation Second Quarter 2025 Table of Contents Quarterly Performance Summary Truist Financial Corporation Page Financial Highlights 1 Consolidated Statements of Income 2 Consolidated Ending Balance Sheets 3 Average Balances and Rates 4 Credit Quality 6 Segment Financial Performance 9 Capital Information 10 Selected Mortgage Banking Information & Additional Information 11 Selected Items 12 Financial Highlights Quarter Ended Year-to-Date (Dollars in millions, except per share data, shares in thousands) June 30 March 31 Dec. |
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| July 18, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 18, 2025 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Comm |
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| July 18, 2025 |
Fourth Quarter 2024 Earnings Conference Call Bill Rogers – Chairman & CEO Mike Maguire – CFO July 18, 2025 Second Quarter 2025 Earnings Conference Call Bill Rog rs - Chairman & CEO Mike Maguire - CFO July 18, 2025 2 From time to time we have made, and in the future will make, forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. |
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| June 24, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) ý ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-10853 A. Full title of the plan and |
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| May 29, 2025 |
Truist appoints Jonathan Pruzan to its board of directors Exhibit 99.1 FOR IMMEDIATE RELEASE Contacts: Investor Relations: Media Relations: Brad Milsaps Kyle Tarrance [email protected] [email protected] Truist appoints Jonathan Pruzan to its board of directors CHARLOTTE, N.C., May 29, 2025 - Truist Financial Corporation (NYSE: TFC) today announced the appointment of Jonathan Pruzan to its board of directors. Pruzan will also serve on the board’s risk c |
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| May 29, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 27, 2025 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Commi |
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| May 20, 2025 |
TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series I (Senior) Filed Pursuant to Rule 424(b)(2) Registration No. 333-276600 PRICING SUPPLEMENT No. 4, dated May 15, 2025 (To prospectus, dated January 19, 2024, and prospectus supplement, dated January 19, 2024) TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series I (Senior) This pricing supplement supplements the terms and conditions in the prospectus, dated January 19, 2024, as supplemented by the prospectus |
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| May 20, 2025 |
Exhibit 107 Calculation of Filing Fee Tables 424B2 (Form Type) Truist Financial Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Carry Forward Form Type Carry Forward File Number Carry Forward Initial effective date Filing Fee Previously Paid In Connection with Unsold Securities to be Carried Forward Newly Registered Securities Fees to Be Paid Debt 5. |
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| May 15, 2025 |
SUBJECT TO COMPLETION, DATED MAY 15, 2025 Filed Pursuant to Rule 424(b)(3) Registration No. 333-276600 This pricing supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but it is not complete and may be changed. This pricing supplement and the accompanying prospectus and prospectus supplement are not an offer to sell these securities and they are not soliciting an offer to buy these secur |
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| May 15, 2025 |
Filed Pursuant to Rule 433 Registration No. 333-276600 May 15, 2025 Truist Financial Corporation Medium-Term Notes, Series I (Senior) $1,250,000,000 5.071% Fixed-to-Floating Rate Notes due May 20, 2031 Pricing Term Sheet May 15, 2025 Issuer: Truist Financial Corporation Security Type: SEC Registered Medium-Term Notes, Series I (Senior) Expected Ratings*: Baa1/Stable (Moody’s) / A-/Stable (S&P) / A |
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| May 2, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 29, 2025 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Com |
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| April 30, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended: March 31, 2025 Commission File Number: 1-10853 TRUIST FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) North Carolina 56-0939887 (State or other jurisdiction of incorpo |
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| April 17, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 17, 2025 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Com |
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| April 17, 2025 |
Quarterly Performance Summary Truist Financial Corporation First Quarter 2025 Quarterly Performance Summary Truist Financial Corporation First Quarter 2025 Table of Contents Quarterly Performance Summary Truist Financial Corporation Page Financial Highlights 1 Consolidated Statements of Income 2 Consolidated Ending Balance Sheets 3 Average Balances and Rates 4 Credit Quality 5 Segment Financial Performance 7 Capital Information 8 Selected Mortgage Banking Information & Additional Information 9 Selected Items 10 Financial Highlights Quarter Ended (Dollars in millions, except per share data, shares in thousands) March 31 Dec. |
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| April 17, 2025 |
ex993-earningsdeck1q25 Fourth Quarter 2024 Earnings Conference Call Bill Rogers – Chairman & CEO Mike Maguire – CFO April 17, 2025 First Quarter 2025 Earnings Conference Call Bill Rog rs - Chairman & CEO Mike Maguire - CFO April 17, 2025 2 From time to time we have made, and in the future will make, forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. |
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| April 17, 2025 |
Truist reports first quarter 2025 results ` News Release Truist reports first quarter 2025 results Net income available to common shareholders of $1. |
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| March 17, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Schedule 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Pr |
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| March 17, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Schedule 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Conf |
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| February 25, 2025 |
Exhibit 10.70 TRANSITION AGREEMENT, WAIVER, AND RELEASE This Transition Agreement, Waiver, and Release (this “Agreement”) is between Truist Financial Corporation, on behalf of Truist, and Hugh S Cummins III (Teammate ID 219494) (“I” or “me”) and sets forth the terms of the transition benefits offered to me in connection with my resignation from Truist Bank. For purposes of this Agreement, “Truist” |
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| February 25, 2025 |
Exhibit 10.68 NINTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN (August 1, 2020 Restatement) WHEREAS, Truist Financial Corporation (the “Company”) sponsors the Truist Financial Corporation 401(k) Savings Plan (the “Plan”), formerly named the BB&T Corporation 401(k) Savings Plan, was originally adopted effective as of July 1, 1982; WHEREAS, the Company desires to amend the Pla |
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| February 25, 2025 |
Exhibit 10.73 TRUIST William H. Rogers, Jr. Chairman and Chief Executive Officer Truist Center 214 North Tryon Street Charlotte, North Carolina 1Z8202 November 13, 2024 Clarke R. Starnes III Chief Risk Officer Truist Financial Corporation Truist Center 214 North Tryon Street Charlotte, North Carolina 28202 BY HAND DELIVERY Re: Transitional Assignment as Senior Advisor Dear Clarke: On behalf of the |
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| February 25, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2024 Commission File Number: 1-10853 TRUIST FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) North Carolina 56-0939887 (State or other jurisdiction of incorporation |
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| February 25, 2025 |
Exhibit 10.67 FIFTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION NON-QUALIFIED DEFINED BENEFIT PLAN WHEREAS, Truist Financial Corporation (the “Company”) sponsors the Truist Financial Corporation Non-qualified Defined Benefit Plan (the “Plan”); WHEREAS, the Company desires to amend the Plan to reflect the sale of Truist Insurance Holdings to an unrelated third party in a stock transaction; WHEREA |
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| February 25, 2025 |
Exhibit 10.74 11/03/2023 Kristin Lesher 5000 Palisade Lane NW Washington, District of Columbia 20016 Dear Kristin, Congratulations! We’re delighted to offer you a position with Truist Bank, a purpose-driven organization dedicated to inspiring and building better lives and communities; and putting people—our teammates and clients—first. As a valued member of our team, your job title will be Chief W |
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| February 25, 2025 |
Exhibit 97 Executive Compensation Recoupment Policy TABLE OF CONTENTS 1. Scope 2 2. Elements & Standards 2 2.1. Recoupment of Erroneously Awarded Compensation 2 2.2. Amendment/Termination 3 2.3. Interpretation 3 2.4. Other Compensation Clawback/Recoupment Rights 4 2.5. Exempt Compensation 4 2.6. Miscellaneous 4 3. Exceptions & Reporting 5 3.1. Board Directives 5 3.2. Exceptions 5 3.3. Reporting 5 |
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| February 25, 2025 |
Exhibit 10.71 TRUIST FINANCIAL CORPORATION EXECUTIVE SEVERANCE PLAN 1.Establishment and Purpose. 1.1Establishment of Plan. Truist Financial Corporation (“TFC”) adopts this Truist Financial Corporation Executive Severance Plan (this “Plan”) effective as of January 27, 2025 (the “Effective Date”). TFC and its affiliates and subsidiaries (including Truist Bank) and their predecessors (including SunTr |
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| February 25, 2025 |
Exhibit 4.9 DESCRIPTION OF THE SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 As of February 25, 2025, Truist Financial Corporation has three classes of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): (1) common stock; (2) three series of depositary shares representing interests in preferred stock, |
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| February 25, 2025 |
EXHIBIT 22 LIST OF SUBSIDIARY ISSUERS OF GUARANTEED SECURITIES Truist Financial Corporation (“TFC”) has guaranteed the payment of certain amounts due with respect to the securities of its subsidiary described below. |
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| February 25, 2025 |
Exhibit 19.2 GALT-CGSLP-2000 Corporate Trading Policy TABLE OF CONTENTS 1. Scope 2 2. Elements & Standards 2 2.1. General Standards for Engaging in a Securities Transaction 2 2.2. Exemptions 2 2.3. Blackout Periods 2 3. Exceptions & Reporting 3 3.1. Board Directives 3 3.2. Exceptions 3 3.3. Reporting 4 4. Roles & Responsibilities 4 5. Associated Citations, Documents, & References 4 6. Point(s) of |
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| February 25, 2025 |
Exhibit 10.69 TENTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN (August 1, 2020 Restatement) WHEREAS, the Truist Financial Corporation Pension Plan (the “Plan”), formerly named the BB&T Corporation 401(k) Savings Plan, was originally adopted effective as of July 1, 1982; WHEREAS, the Plan was most recently restated effective as of August 1, 2020; WHEREAS, the Company wishes t |
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| February 25, 2025 |
Exhibit 10.72 AMENDED AND RESTATED MANAGEMENT CHANGE OF CONTROL, SEVERANCE, AND NONCOMPETITION PLAN This MANAGEMENT CHANGE OF CONTROL, SEVERANCE, AND NONCOMPETITION PLAN (“Plan”) is amended and restated as of January 27, 2025, by TRUIST FINANCIAL CORPORATION, a North Carolina corporation (the “Company”). Section 1.Purpose of the Plan. The purpose of the Plan is to establish and maintain a vital ma |
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| February 25, 2025 |
Exhibit 21 SUBSIDIARIES OF THE REGISTRANT As of December 31, 2024 Truist Financial Corporation, a North Carolina corporation, is a FHC. |
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| February 25, 2025 |
Exhibit 10.66 THIRD AMENDMENT TO THE TRUIST FINANCIAL CORPORATION NON-QUALIFIED DEFINED CONTRIBUTION PLAN (June 1, 2020 Restatement) WHEREAS, Truist Financial Corporation (the “Company”) sponsors the Truist Financial Corporation Non-qualified Defined Contribution Plan (the “Plan”); WHEREAS, the Company desires to amend the Plan to reflect the sale of Truist Insurance Holdings to an unrelated third |
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| February 25, 2025 |
Exhibit 19.1 GALT-CGSLP-4000 Corporate Insider Trading Policy TABLE OF CONTENTS 1. Scope 2 2. Elements & Standards 2 2.1. Prohibition on Transactions While in Possession of MNPI 2 2.2. Prohibition on the Disclosure of MNPI 2 2.3. Designation of Other Restricted Parties 2 2.4. Individual Responsibility Relating to MNPI 3 2.5. Treatment of Company Plan Transactions 3 2.6. Treatment of Transactions i |
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| February 25, 2025 |
Exhibit 10.65 NINTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION PENSION PLAN (October 1, 2020 Restatement) WHEREAS, Truist Financial Corporation (the “Company”) sponsors the Truist Financial Corporation Pension Plan (the “Plan”) was originally adopted effective as of October 1, 1944; WHEREAS, the Company desires to amend the Plan to reflect the sale of Sterling Capital Management, LLC to an unre |
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| January 17, 2025 |
Quarterly Performance Summary Truist Financial Corporation Fourth Quarter 2024 Quarterly Performance Summary Truist Financial Corporation Fourth Quarter 2024 Table of Contents Quarterly Performance Summary Truist Financial Corporation Page Financial Highlights 1 Consolidated Statements of Income 2 Consolidated Ending Balance Sheets 3 Average Balances and Rates - Quarters 4 Average Balances and Rates - Year-To-Date 5 Credit Quality 6 Segment Financial Performance 9 Capital Information 10 Selected Mortgage Banking Information & Additional Information 11 Selected Items 12 Financial Highlights Quarter Ended Year-to-Date (Dollars in millions, except per share data, shares in thousands) Dec. |
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| January 17, 2025 |
Fourth Quarter 2024 Earnings Conference Call Bill Rogers – Chairman & CEO Mike Maguire – CFO January 17, 2025 Fourth Quarter 2024 Earnings Conference Call Bill Rog rs - Chairman & CEO Mike Maguire - CFO January 17, 2025 2 From time to time we have made, and in the future will make, forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. |
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| January 17, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 17, 2025 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (C |
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| January 17, 2025 |
Truist reports fourth quarter 2024 results ` News Release Truist reports fourth quarter 2024 results Net income available to common shareholders of $1. |
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| January 13, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 13, 2025 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) Commission file number: 1-10853 North Carolina 56-0939887 (State or other jurisdict |
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| November 13, 2024 |
Exhibit 99.1 News Release Truist announces retirement of Vice Chair and Chief Risk Officer Clarke R. Starnes III and appointment of Brad Bender as successor CHARLOTTE, N.C., Nov. 13, 2024 – Truist Financial Corporation (NYSE: TFC) today announced that Clarke R. Starnes III is retiring as vice chair and chief risk officer, following an outstanding 42-year career at the bank. Brad Bender, a 20-year |
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| November 13, 2024 |
SC 13G 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Truist Financial Corp. (Name of Issuer) Common Stock (Title of Class of Securities) 89832Q109 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to |
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| November 13, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 November 13, 2024 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) ( |
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| November 1, 2024 |
Exhibit 10.1 TRUIST FINANCIAL CORPORATION 2022 INCENTIVE PLAN Restricted Stock Unit Agreement (Performance-Based Vesting Component) (Senior Executive) Name of Participant: [Name] Grant Date: [Grant Date] Shares: [Number of Shares Granted] Vesting Schedule: [Quantity Vesting] [Vesting Date] [Quantity Vesting] [Vesting Date] [Quantity Vesting] [Vesting Date] Delivery Schedule: [On Vesting] THIS AGRE |
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| November 1, 2024 |
Exhibit 10.2 TRUIST FINANCIAL CORPORATION 2022 INCENTIVE PLAN LTIP Award Agreement (Senior Executive) Name of Participant: [Name] Grant Date: [Grant Date] Participant’s Target Percentage: [Participant’s Target %] Performance Period: [Performance Period] THIS AGREEMENT (this “Agreement”), effective as of the “Grant Date” noted above, between TRUIST FINANCIAL CORPORATION, a North Carolina corporatio |
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| November 1, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended: September 30, 2024 Commission File Number: 1-10853 TRUIST FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) North Carolina 56-0939887 (State or other jurisdiction of inc |
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| October 17, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 17, 2024 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (C |
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| October 17, 2024 |
Truist reports third quarter 2024 results ` News Release Truist reports third quarter 2024 results Net income available to common shareholders of $1. |
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| October 17, 2024 |
Third Quarter 2024 Earnings Conference Call Bill Rogers – Chairman & CEO Mike Maguire – CFO October 17, 2024 2 From time to time we have made, and in the future will make, forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. |
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| October 17, 2024 |
Quarterly Performance Summary Truist Financial Corporation Third Quarter 2024 Quarterly Performance Summary Truist Financial Corporation Third Quarter 2024 Table of Contents Quarterly Performance Summary Truist Financial Corporation Page Financial Highlights 1 Consolidated Statements of Income 2 Consolidated Ending Balance Sheets 3 Average Balances and Rates - Quarters 4 Average Balances and Rates - Year-To-Date 5 Credit Quality 6 Segment Financial Performance 9 Capital Information 10 Selected Mortgage Banking Information & Additional Information 11 Selected Items 12 Financial Highlights Quarter Ended Year-to-Date (Dollars in millions, except per share data, shares in thousands) Sept. |
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| September 9, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 September 9, 2024 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) ( |
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| September 9, 2024 |
ex991-presentation0924 Barclays Global Financial Services Conference Bill Rogers Chairman & CEO September 10, 2024 2 From time to time we have made, and in the future will make, forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. |
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| August 30, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 August 26, 2024 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Co |
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| August 27, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 August 27, 2024 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) Commission file number: 1-10853 North Carolina 56-0939887 (State or other jurisdicti |
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| August 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended: June 30, 2024 Commission File Number: 1-10853 TRUIST FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) North Carolina 56-0939887 (State or other jurisdiction of incorpor |
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| August 8, 2024 |
Exhibit 10.1 TRUIST FINANCIAL CORPORATION 2022 INCENTIVE PLAN Performance Unit Award Agreement (Senior Executive) Grant Date: [Grant Date] Performance Period: [Performance Period] THIS AGREEMENT (this “Agreement”), effective as of the “Grant Date” noted above, between TRUIST FINANCIAL CORPORATION, a North Carolina corporation (“TFC”), for itself and its Affiliates (referred to both collectively an |
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| August 2, 2024 |
Exhibit 107 Calculation of Filing Fee Table 424B 2 (Form Type) Truist Financial Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Newly Registered Securities Fees Previously Paid (1) Debt 5. |
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| August 2, 2024 |
TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series I (Senior) 424B2 1 d799562d424b2.htm 424B2 Filed Pursuant to Rule 424(b)(2) Registration No. 333-276600 PRICING SUPPLEMENT No. 3, dated August 1, 2024 (To prospectus, dated January 19, 2024, and prospectus supplement, dated January 19, 2024) TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series I (Senior) This pricing supplement supplements the terms and conditions in the prospectus, dated January 19, 2024, |
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| August 1, 2024 |
SUBJECT TO COMPLETION, DATED AUGUST 1, 2024 Filed Pursuant to Rule 424(b)(3) Registration No. 333-276600 This pricing supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but it is not complete and may be changed. This pricing supplement and the accompanying prospectus and prospectus supplement are not an offer to sell these securities and they are not soliciting an offer to buy these secur |
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| August 1, 2024 |
Filed Pursuant to Rule 433 Registration No. 333-276600 August 1, 2024 Truist Financial Corporation Medium-Term Notes, Series I (Senior) $1,000,000,000 5.153% Fixed-to-Floating Rate Notes due August 5, 2032 Pricing Term Sheet August 1, 2024 Issuer: Truist Financial Corporation Security Type: SEC Registered Medium-Term Notes, Series I (Senior) Expected Ratings*: Baa1/Stable (Moody’s) / A-/Stable (S& |
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| July 22, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 22, 2024 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Comm |
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| July 22, 2024 |
ex993-earningsdeck2q24 Second Quarter 2024 Earnings Conference Call Bill Rogers – Chairman & CEO Mike Maguire – CFO July 22, 2024 2 From time to time we have made, and in the future will make, forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. |
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| July 22, 2024 |
Truist reports second quarter 2024 results ` News Release Truist reports second quarter 2024 results Net income available to common shareholders of $826 million, or $0. |
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| July 22, 2024 |
Quarterly Performance Summary Truist Financial Corporation Second Quarter 2024 Quarterly Performance Summary Truist Financial Corporation Second Quarter 2024 Table of Contents Quarterly Performance Summary Truist Financial Corporation Page Financial Highlights 1 Consolidated Statements of Income 2 Consolidated Ending Balance Sheets 3 Average Balances and Rates - Quarters 4 Average Balances and Rates - Year-To-Date 5 Credit Quality 6 Segment Financial Performance 9 Capital Information 10 Selected Mortgage Banking Information & Additional Information 11 Selected Items 12 Financial Highlights Quarter Ended Year-to-Date (Dollars in millions, except per share data, shares in thousands) June 30 March 31 Dec. |
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| June 27, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) ý ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-10853 A. Full title of the plan and |
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| May 10, 2024 |
EX-2.1 Exhibit 2.1 AMENDMENT NO. 1 TO EQUITY INTEREST PURCHASE AGREEMENT This AMENDMENT NO. 1 TO EQUITY INTEREST PURCHASE AGREEMENT, dated as of May 6, 2024 (this “Amendment No. 1”), is by and among Trident Butterfly Investor, Inc., a Delaware corporation (“Buyer Entity 1”), Panther Blocker I, Inc., a Delaware corporation (“Buyer Entity 2”), Panther Blocker II, Inc., a Delaware corporation (“Buyer |
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| May 10, 2024 |
Exhibit 99.1 EXPLANATORY NOTE Truist Financial Corporation (the “Company”) is filing this Exhibit 99.1 to its Current Report on Form 8-K (including this Exhibit 99.1, the “Form 8-K”) solely to recast certain financial information and related disclosures included in the Company’s Annual Report on Form 10-K for the fiscal year ended December 31, 2023, originally filed with the SEC on February 27, 20 |
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| May 10, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 10, 2024 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Commi |
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| May 10, 2024 |
Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 10, 2024 (May 6, 2024) Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) Commission file number: 1-10853 North Carolina 56-0939887 (State or other |
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| May 10, 2024 |
TRUIST FINANCIAL CORPORATION UNAUDITED PRO FORMA CONSOLIDATED FINANCIAL INFORMATION Exhibit 99.1 TRUIST FINANCIAL CORPORATION UNAUDITED PRO FORMA CONSOLIDATED FINANCIAL INFORMATION On February 20, 2024, Truist Financial Corporation (the “Company” or “TFC”) entered into an Equity Interest Purchase Agreement to sell its remaining equity interests in Truist Insurance Holdings LLC (“Truist Insurance”) to an investor group led by Stone Point Capital LLC, Clayton, Dubilier & Rice, LLC |
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| May 9, 2024 |
Exhibit 10.7 FIFTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION NON-QUALIFIED DEFINED BENEFIT PLAN WHEREAS, Truist Financial Corporation (the “Company”) sponsors the Truist Financial Corporation Non-qualified Defined Benefit Plan (the “Plan”); WHEREAS, the Company desires to amend the Plan to reflect the sale of Truist Insurance Holdings to an unrelated third party in a stock transaction as provi |
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| May 9, 2024 |
Exhibit 10.6 THIRD AMENDMENT TO THE TRUIST FINANCIAL CORPORATION NON-QUALIFIED DEFINED CONTRIBUTION PLAN WHEREAS, Truist Financial Corporation (the “Company”) sponsors the Truist Financial Corporation Non-qualified Defined Contribution Plan (the “Plan”); WHEREAS, the Company desires to amend the Plan to reflect the sale of Truist Insurance Holdings to an unrelated third party in a stock transactio |
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| May 9, 2024 |
Exhibit 10.3 Truist Financial Corporation Notice of Grant and Agreement Truist Financial Corporation, pursuant to and subject to the provisions of the Truist Financial Corporation 2022 Incentive Plan (the “Plan”), affords the Employee (the “Participant”) specified in this Notice of Grant and Agreement (the “Notice of Grant”) the right to acquire shares of Truist’s Common Stock as set forth in this |
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| May 9, 2024 |
Exhibit 10.4 Truist Financial Corporation Notice of Grant and Agreement Truist Financial Corporation, pursuant to and subject to the provisions of the Truist Financial Corporation 2022 Incentive Plan (the “Plan”), affords the Employee (the “Participant”) specified in this Notice of Grant and Agreement (the “Notice of Grant”) the right to acquire shares of Truist’s Common Stock as set forth in this |
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| May 9, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended: March 31, 2024 Commission File Number: 1-10853 TRUIST FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) North Carolina 56-0939887 (State or other jurisdiction of incorpo |
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| May 9, 2024 |
Exhibit 10.5 TRUIST FINANCIAL CORPORATION 2022 INCENTIVE PLAN LTIP Award Agreement (Senior Executive – 60/10 Retirement) Name of Participant: [Name] Grant Date: February 26, 2024 Performance Period: January 1, 2024 through December 31, 2026 THIS AGREEMENT (the “Agreement”), made effective as of February 26, 2024 (the “Grant Date”), between TRUIST FINANCIAL CORPORATION, a North Carolina corporation |
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| May 9, 2024 |
Exhibit 10.9 EIGHTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN (August 1, 2020 Restatement) WHEREAS, Truist Financial Corporation (the “Company”) sponsors the Truist Financial Corporation 401(k) Savings Plan (the “Plan”), formerly named the BB&T Corporation 401(k) Savings Plan, was originally adopted effective as of July 1, 1982; WHEREAS, the Plan was most recently restated |
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| May 9, 2024 |
Exhibit 10.8 EIGHTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION PENSION PLAN (October 1, 2020 Restatement) WHEREAS, Truist Financial Corporation (the “Company”) sponsors the Truist Financial Corporation Pension Plan (the “Plan”) was originally adopted effective as of October 1, 1944; WHEREAS, the Plan was most recently restated effective as of October 1, 2020; WHEREAS, the Company desires to ame |
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| May 7, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 May 7, 2024 (May 6, 2024) Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) Commission file number: 1-10853 North Carolina 56-0939887 (State or other |
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| May 7, 2024 |
EX-99.1 Exhibit 99.1 Truist completes sale of Truist Insurance Holdings and executes strategic balance sheet repositioning Sale of TIH creates a capital advantage and capacity for growth CHARLOTTE, N.C., May 7, 2024 — Truist Financial Corporation (NYSE: TFC) today announced the completion of the previously announced sale of its remaining stake in Truist Insurance Holdings, the fifth largest insura |
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| April 30, 2024 |
April 29, 2024 United States Securities and Exchange Commission Division of Corporation Finance Office of Finance Washington, D. |
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| April 26, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 23, 2024 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Com |
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| April 22, 2024 |
Truist reports first quarter 2024 results ` News Release Truist reports first quarter 2024 results Net income of $1.1 billion, or $0.81 per share Adjusted net income(1) of $1.2 billion, or $0.90 per share, up 11% Noninterest expense was down $6.6 billion, or up $20 million, or 0.7%, on an adjusted(1) basis CET1 ratio(3) remains strong as organic capital generation and RWA optimization were partially offset by the CECL phase-in 1Q24 Key Fi |
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| April 22, 2024 |
ex993-earningsdeck1q24 First Quarter 2024 Earnings Conference Call Bill Rogers – Chairman & CEO Mike Maguire – CFO April 22, 2024 2 From time to time we have made, and in the future will make, forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. |
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| April 22, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 22, 2024 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Com |
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| April 22, 2024 |
Quarterly Performance Summary Truist Financial Corporation First Quarter 2024 Quarterly Performance Summary Truist Financial Corporation First Quarter 2024 Table of Contents Quarterly Performance Summary Truist Financial Corporation Page Financial Highlights 1 Consolidated Statements of Income 2 Consolidated Ending Balance Sheets 3 Average Balances and Rates - Quarters 4 Credit Quality 5 Segment Financial Performance 7 Capital Information 8 Selected Mortgage Banking Information & Additional Information 9 Selected Items 10 Financial Highlights Quarter Ended (Dollars in millions, except per share data, shares in thousands) March 31 Dec. |
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| April 15, 2024 |
Unaudited Supplemental Historical Financial Information EX99.1 Unaudited Supplemental Historical Financial Information The unaudited supplemental historical information below is being provided for illustrative purposes only and does not purport to represent what Truist Financial Corporations’s ("Truist") actual results of operations or financial position would have been had the sale of Truist's remaining equity interests in its insurance brokerage subs |
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| April 15, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 15, 2024 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Com |
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| April 5, 2024 |
United States Securities and Exchange Commission Washington, D.C. 20549 NOTICE OF EXEMPT SOLICITATION Pursuant to Rule 14a-103 Name of the Registrant: Truist Financial Corporation Name of persons relying on exemption: Inspire Investing, LLC Address of persons relying on exemption: 3597 E Monarch Sky Ln, Suite 330, Meridian, ID 83646 As over 100 investors and financial professionals, serving thousa |
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| March 26, 2024 |
NOTICE OF EXEMPT SOLICITATION SUBMITTED BY NON-MANAGEMENT U.S. Securities and Exchange Commission Washington, DC 20549 Notice of Exempt Solicitation under Rule 14a-103 Name of Registrant: Truist Financial Corporation Name of person relying on exemption: Bowyer Research Address of person relying on exemption: P.O. Box 120, McKeesport, PA 15135 Vote Yes: Proposal 5 – Report on Risks of Politicized D |
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| March 19, 2024 |
Truist Financial Corporation Shareholder Alert Voluntary submission by John Chevedden, POB 2673, Redondo Beach, CA 90278 To Truist Shareholders: I urge shareholders to vote FOR Proposal 4 at the shareholder meeting. |
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| March 11, 2024 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Schedule 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Pro |
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| March 11, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Schedule 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Conf |
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| February 27, 2024 |
Exhibit 21 SUBSIDIARIES OF THE REGISTRANT As of December 31, 2023 Truist Financial Corporation, a North Carolina corporation, is a FHC. |
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| February 27, 2024 |
EXHIBIT 22 LIST OF SUBSIDIARY ISSUERS OF GUARANTEED SECURITIES Truist Financial Corporation (“TFC”) has guaranteed the payment of certain amounts due with respect to the securities of its subsidiary described below. |
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| February 27, 2024 |
Exhibit 10.57 FOURTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION PENSION PLAN (October 1, 2020 Restatement) WHEREAS, the Truist Financial Corporation Pension Plan (the “Plan”) was originally adopted effective as of October 1, 1944; WHEREAS, the Plan was most recently restated effective as of October 1, 2020; WHEREAS, under Section 7.2.1 of the Plan, the Board of Directors (the “Board”) of Truist |
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| February 27, 2024 |
Exhibit 97 Executive Compensation Recoupment Policy TABLE OF CONTENTS 1. Scope 2 2. Elements & Standards 2 2.1. Recoupment of Erroneously Awarded Compensation 2 2.2. Amendment/Termination 3 2.3. Interpretation 3 2.4. Other Compensation Clawback/Recoupment Rights 4 2.5. Exempt Compensation 4 2.6. Miscellaneous 4 3. Exceptions & Reporting 5 3.1. Board Directives 5 3.2. Exceptions 5 3.3. Reporting 5 |
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| February 27, 2024 |
Exhibit 10.55 SECOND AMENDMENT TO MASTER TRUST AGREEMENT (NONQUALIFIED PLANS) BETWEEN FIDELITY MANAGEMENT TRUST COMPANY AND TRUIST FINANCIAL CORPORATION THIS SECOND AMENDMENT (“Amendment”), dated and effective July 14, 2023, (“Effective Date”) except as otherwise specified herein, by and between Fidelity Management Trust Company (“Trustee”) and Truist Financial Corporation (“Sponsor”); WITNESSETH: |
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| February 27, 2024 |
Exhibit 10.54 SECOND AMENDMENT TO THE TRUIST FINANCIAL CORPORATION NON-QUALIFIED DEFINED CONTRIBUTION PLAN WHEREAS, Truist Financial Corporation (the “Company”) sponsors the Truist Financial Corporation Non-qualified Defined Contribution Plan (the “Plan”) for the purpose of (1) supplementing the benefits payable to certain participants under the Truist Financial Corporation 401(k) Savings Plan to |
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| February 27, 2024 |
Exhibit 10.60 SIXTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN (August 1, 2020 Restatement) WHEREAS, the Truist Financial Corporation 401(k) Savings Plan (the "Plan"), formerly named the BB&T Corporation 401(k) Savings Plan, was originally adopted effective as of July 1, 1982; WHEREAS, the Plan was most recently restated effective as of August 1, 2020; WHEREAS, under Section |
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| February 27, 2024 |
Exhibit 10.61 SEVENTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN (August 1, 2020 Restatement) WHEREAS, the Truist Financial Corporation 401(k) Savings Plan (the “Plan”), formerly named the BB&T Corporation 401(k) Savings Plan, was originally adopted effective as of July 1, 1982; WHEREAS, the Plan was most recently restated effective as of August 1, 2020; WHEREAS, under Secti |
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| February 27, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 Commission File Number: 1-10853 TRUIST FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) North Carolina 56-0939887 (State or other jurisdiction of incorporation |
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| February 27, 2024 |
Exhibit 10.58 FIFTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION PENSION PLAN (October 1, 2020 Restatement) WHEREAS, the Truist Financial Corporation Pension Plan (the “Plan”) was originally adopted effective as of October 1, 1944; WHEREAS, the Plan was most recently restated effective as of October 1, 2020; WHEREAS, under Section 7.2.1 of the Plan, the Board of Directors (the “Board”) of Truist |
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| February 27, 2024 |
Exhibit 10.56 THIRD AMENDMENT TO THE TRUIST FINANCIAL CORPORATION PENSION PLAN (October 1, 2020 Restatement) WHEREAS, the Truist Financial Corporation Pension Plan (the “Plan”), formerly named the BB&T Corporation Pension Plan, was originally adopted effective as of October 1, 1944; WHEREAS, the Plan was most recently restated effective as of October 1, 2020; WHEREAS, it is desired to permit CB Fi |
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| February 27, 2024 |
Exhibit 10.59 SEVENTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION PENSION PLAN (October 1, 2020 Restatement) WHEREAS, the Truist Financial Corporation Pension Plan (the “Plan”) was originally adopted effective as of October 1, 1944; WHEREAS, the Plan was most recently restated effective as of October 1, 2020; WHEREAS, under Section 7.2.1 of the Plan, an officer who is an Executive Manager of Tru |
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| February 27, 2024 |
Exhibit 4.9 DESCRIPTION OF THE SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 As of February 27, 2024, Truist Financial Corporation has three classes of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): (1) common stock; (2) three series of depositary shares representing interests in preferred stock |
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| February 27, 2024 |
Exhibit 10.62 AMENDED AND RESTATED MANAGEMENT CHANGE OF CONTROL, SEVERANCE, AND NONCOMPETITION PLAN This MANAGEMENT CHANGE OF CONTROL, SEVERANCE, AND NONCOMPETITION PLAN (“Plan”) is amended and restated as of December 18, 2023, by TRUIST FINANCIAL CORPORATION, a North Carolina corporation (the “Company”). Section 1.Purpose of the Plan. The purpose of the Plan is to establish and maintain a vital m |
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| February 20, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 February 20, 2024 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) Commission file number: 1-10853 North Carolina 56-0939887 (State or other jurisdic |
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| February 20, 2024 |
Exhibit 99.1 Truist announces agreement to sell remaining stake in Truist Insurance Holdings to investor group led by Stone Point Capital and Clayton, Dubilier & Rice, valuing Truist Insurance Holdings at $15.5 billion Sale will strengthen Truist’s balance sheet and enhances strategic flexibility to invest in core banking franchise Positions Truist Insurance Holdings for continued growth in rapidl |
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| February 20, 2024 |
Exhibit 99.2 Sale of Truist Insurance Holdings Strengthens Capital and Enhances Strategic Flexibility Bill Rogers Chairman & CEO Mike Maguire CFO February 20, 2024 Forward - looking statements 2 This presentation contains “forward - looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 , regarding the financial condition, results of operations, business pla |
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| February 20, 2024 |
Exhibit 2.1 EQUITY INTEREST PURCHASE AGREEMENT dated as of February 20, 2024 by and among TRIDENT BUTTERFLY INVESTOR, INC., PANTHER BLOCKER I, INC., PANTHER BLOCKER II, INC., TRUIST BANK, TRUIST TIH HOLDINGS, INC., TRUIST TIH PARTNERS, INC., TIH MANAGEMENT HOLDINGS, LLC, TIH MANAGEMENT HOLDINGS II, LLC and TRUIST INSURANCE HOLDINGS, LLC TABLE OF CONTENTS Page Article 1 Definitions Section 1.01. De |
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| February 13, 2024 |
TFC / Truist Financial Corporation / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv02118-truistfinancialcorp.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 9)* Name of issuer: Truist Financial Corp Title of Class of Securities: Common Stock CUSIP Number: 89832Q109 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appropriate box to de |
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| January 23, 2024 |
TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series I (Senior) Filed Pursuant to Rule 424(b)(2) Registration No. 333-276600 PRICING SUPPLEMENT No. 2, dated January 22, 2024 (To prospectus, dated January 19, 2024, and prospectus supplement, dated January 19, 2024) TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series I (Senior) This pricing supplement supplements the terms and conditions in the prospectus, dated January 19, 2024, as supplemented by the prospe |
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| January 23, 2024 |
Exhibit 107 Calculation of Filing Fee Table 424B2 (Form Type) Truist Financial Corporation (Exact Name of Registrant as Specified in its Charter) (Translation of Registrant’s Name into English) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Fees Previously Paid(1) Debt 5. |
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| January 23, 2024 |
Exhibit 107 Calculation of Filing Fee Table 424B2 (Form Type) Truist Financial Corporation (Exact Name of Registrant as Specified in its Charter) (Translation of Registrant’s Name into English) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee Fees Previously Paid(1) Debt 5. |
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| January 23, 2024 |
TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series I (Senior) Filed Pursuant to Rule 424(b)(2) Registration No. 333-276600 PRICING SUPPLEMENT No. 1, dated January 22, 2024 (To prospectus, dated January 19, 2024, and prospectus supplement, dated January 19, 2024) TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series I (Senior) This pricing supplement supplements the terms and conditions in the prospectus, dated January 19, 2024, as supplemented by the prospe |
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| January 22, 2024 |
SUBJECT TO COMPLETION, DATED JANUARY 22, 2024 Filed Pursuant to Rule 424(b)(3) Registration No. 333-276600 This pricing supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but it is not complete and may be changed. This pricing supplement and the accompanying prospectus and prospectus supplement are not an offer to sell these securities and they are not soliciting an offer to buy these secur |
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| January 22, 2024 |
Filed Pursuant to Rule 433 Registration No. 333-276600 January 22, 2024 Truist Financial Corporation Medium-Term Notes, Series I (Senior) $1,500,000,000 5.435% Fixed-to-Floating Rate Notes due January 24, 2030 Pricing Term Sheet January 22, 2024 Issuer: Truist Financial Corporation Security Type: SEC Registered Medium-Term Notes, Series I (Senior) Expected Ratings*: A3/Negative (Moody’s) / A-/Stab |
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| January 22, 2024 |
Filed Pursuant to Rule 433 Registration No. 333-276600 January 22, 2024 Truist Financial Corporation Medium-Term Notes, Series I (Senior) $2,000,000,000 5.711% Fixed-to-Floating Rate Notes due January 24, 2035 Pricing Term Sheet January 22, 2024 Issuer: Truist Financial Corporation Security Type: SEC Registered Medium-Term Notes, Series I (Senior) Expected Ratings*: A3/Negative (Moody’s) / A-/Stab |
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| January 22, 2024 |
SUBJECT TO COMPLETION, DATED JANUARY 22, 2024 Filed Pursuant to Rule 424(b)(3) Registration No. 333-276600 This pricing supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but it is not complete and may be changed. This pricing supplement and the accompanying prospectus and prospectus supplement are not an offer to sell these securities and they are not soliciting an offer to buy these secur |
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| January 19, 2024 |
Certified Resolution of the Board of Directors of Truist Financial Corporation. EX-24.2 Exhibit 24.2 FURTHER RESOLVED, that the signature of any officer or director of the Company on the 2024 Shelf Registration Statement or any additional registration statements, and on any amendments (including all post-effective amendments) or supplements thereto, and on any other documents or instruments relating thereto that, in the judgment of any such officer taking such action, are nec |
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| January 19, 2024 |
Calculation of Filing Fee Table. EX-FILING FEES Exhibit 107 EX-FILING FEES Calculation of Filing Fee Tables Form S-3 (Form Type) Truist Financial Corporation (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered and Carry Forward Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price |
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| January 19, 2024 |
EX-1.1 Exhibit 1.1 Truist Financial Corporation (a North Carolina corporation) Medium-Term Notes, Series I (Senior) Medium-Term Notes, Series J (Subordinated) DISTRIBUTION AGREEMENT January 19, 2024 Truist Securities, Inc. 3333 Peachtree Road, 11th Floor Atlanta, Georgia 30326 AND EACH OF THE OTHER AGENTS LISTED ON SCHEDULE A HERETO Ladies and Gentlemen: Truist Financial Corporation, a North Carol |
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| January 19, 2024 |
EX-4.3 Exhibit 4.3(a) [If the registered owner of this Master Global Note is The Depository Trust Company or a nominee thereof, the following legend is applicable: This Master Global Senior Note (this “Master Global Note”) is a Global Security within the meaning of the Indenture referred to herein and is registered in the name of a Depositary or a nominee of a Depositary. Unless this certificate i |
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| January 19, 2024 |
Exhibit 25.2 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ CHECK IF AN APPLICATION TO DETERMINE ELIGIBILITY OF A TRUSTEE PURSUANT TO SECTION 305(b)(2) U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 91-1821036 I.R.S. E |
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| January 19, 2024 |
Exhibit 25.1 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE ☐ Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 91-1821036 I.R.S. E |
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| January 19, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 19, 2024 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (C |
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| January 19, 2024 |
Table of Contents Filed pursuant to Rule 424(b)(5) Registration No. 333-276600 PROSPECTUS SUPPLEMENT (To Prospectus, dated January 19, 2024) TRUIST FINANCIAL CORPORATION MEDIUM-TERM NOTES, SERIES I (SENIOR) MEDIUM-TERM NOTES, SERIES J (SUBORDINATED) Due Nine Months or More from Date of Issue Truist Financial Corporation may from time to time offer senior medium-term notes, Series I, and subordinat |
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| January 19, 2024 |
As filed with the Securities and Exchange Commission on January 19, 2024 S-3ASR Table of Contents As filed with the Securities and Exchange Commission on January 19, 2024 Registration No. |
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| January 19, 2024 |
EX-4.2 Exhibit 4.2 TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series J (Subordinated) Officers’ Certificate and Company Order Pursuant to the Indenture Regarding Subordinated Securities, dated as of May 24, 1996, as amended by a First Supplemental Indenture, dated as of December 23, 2003, a Second Supplemental Indenture, dated as of September 24, 2004, a Third Supplemental Indenture, dated as |
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| January 19, 2024 |
Exhibit 4.1 TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series I (Senior) Officers’ Certificate and Company Order Pursuant to the Indenture Regarding Senior Securities, dated as of May 24, 1996, as amended by a First Supplemental Indenture, dated as of May 4, 2009, and a Second Supplemental Indenture, dated as of June 6, 2022 (as amended, and as the same may be further amended or supplemented |
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| January 19, 2024 |
EX-24.1 Exhibit 24.1 TRUIST FINANCIAL CORPORATION POWER OF ATTORNEY KNOW ALL PERSONS BY THESE PRESENTS, that each of the undersigned, being a director or officer, or both, of Truist Financial Corporation, a North Carolina corporation (the “Company”), hereby constitutes and appoints William H. Rogers, Jr. and Michael B. Maguire, and each of them, his or her true and lawful attorneys-in-fact and age |
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| January 18, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 18, 2024 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (C |
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| January 18, 2024 |
Truist reports fourth quarter 2023 results ` News Release Truist reports fourth quarter 2023 results GAAP loss of $5.2 billion, or $3.85 per share Adjusted net income(1)(4) of $1.1 billion, or $0.81 per share Noninterest expense was up $6.5 billion Adjusted expense(1) was down $160 million, or 4.5% CET1 ratio(2) increased 20 basis points to 10.1% due to organic capital generation and RWA optimization 4Q23 Key Financial Data 4Q23 Performanc |
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| January 18, 2024 |
ex993-earningsdeck4q23 Fourth Quarter 2023 Earnings Conference Call Bill Rogers – Chairman & CEO Mike Maguire – CFO January 18, 2024 2 This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, regarding the financial condition, results of operations, business plans and the future performance of Truist. |
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| January 18, 2024 |
Quarterly Performance Summary Truist Financial Corporation Fourth Quarter 2023 Quarterly Performance Summary Truist Financial Corporation Fourth Quarter 2023 Table of Contents Quarterly Performance Summary Truist Financial Corporation Page Financial Highlights 1 Consolidated Statements of Income 2 Consolidated Ending Balance Sheets 3 Average Balances and Rates - Quarters 4 Average Balances and Rates - Year-To-Date 5 Credit Quality 6 Rollforward of Intangible Assets and Selected Fair Value Marks 9 Segment Financial Performance 10 Capital Information 11 Selected Mortgage Banking Information & Additional Information 12 Selected Items 13 Financial Highlights Quarter Ended Year-to-Date (Dollars in millions, except per share data, shares in thousands) Dec. |
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| December 22, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 December 18, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) ( |
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| November 14, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 November 10, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) ( |
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| November 14, 2023 |
News Release Media contact: Kyle Tarrance [email protected] Truist names Beau Cummins chief operating officer and Dontá Wilson chief consumer & small business banking officer; hires Kristin Lesher as new chief wholesale banking officer CHARLOTTE, N.C., November 14, 2023 – Truist Financial Corporation (NYSE: TFC) today announced continued progress in the company’s transformation journey with the cre |
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| October 31, 2023 |
Exhibit 10.1 SIXTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION PENSION PLAN (October 1, 2020 Restatement) WHEREAS, the Truist Financial Corporation Pension Plan (the “Plan”) was originally adopted effective as of October 1, 1944; WHEREAS, the Plan was most recently restated effective as of October 1, 2020; WHEREAS, under Section 7.2.1 of the Plan, the Board of Directors (the “Board”) of Truist F |
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| October 31, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended: September 30, 2023 Commission File Number: 1-10853 TRUIST FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) North Carolina 56-0939887 (State or other jurisdiction of inc |
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| October 31, 2023 |
Exhibit 10.2 FIFTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN (August 1, 2020 Restatement) WHEREAS, the Truist Financial Corporation Pension Plan (the “Plan”), formerly named the BB&T Corporation 401(k) Savings Plan, was originally adopted effective as of July 1, 1982; WHEREAS, the Plan was most recently restated effective as of August 1, 2020; WHEREAS, under Section 9.3 of |
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| October 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 27, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) Commission file number: 1-10853 North Carolina 56-0939887 (State or other jurisdict |
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| October 26, 2023 |
TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) Filed Pursuant to Rule 424(b)(2) Registration No. 333-261845 PRICING SUPPLEMENT No. 10, dated October 25, 2023 (To prospectus, dated January 13, 2022, and prospectus supplement, dated March 11, 2022) TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) This pricing supplement supplements the terms and conditions in the prospectus, dated January 13, 2022, as supplemented by the prospec |
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| October 25, 2023 |
SUBJECT TO COMPLETION, DATED OCTOBER 25, 2023 Filed Pursuant to Rule 424(b)(3) Registration No. 333-261845 This pricing supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but it is not complete and may be changed. This pricing supplement and the accompanying prospectus and prospectus supplement are not an offer to sell these securities and they are not soliciting an offer to buy these secur |
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| October 25, 2023 |
Filed Pursuant to Rule 433 Registration No. 333-261845 October 25, 2023 Truist Financial Corporation Pricing Term Sheet October 25, 2023 Medium-Term Notes, Series G (Senior) $1,750,000,000 7.161 % Fixed-to-Floating Rate Senior Notes due October 30, 2029 Issuer Truist Financial Corporation Security 7.161% Fixed-to-Floating Rate Senior Notes due October 30, 2029 Expected Ratings* A3/Ratings Under Re |
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| October 19, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 19, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (C |
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| October 19, 2023 |
Truist reports third quarter 2023 results ` News Release Truist reports third quarter 2023 results GAAP earnings of $1.1 billion, or $0.80 per share Noninterest expense was flat compared to 2Q 2023 and down 0.5% on an adjusted basis; NIM was 2.95%, up four basis points CET1 increased 29 basis points to 9.9% due to organic capital generation and RWA optimization 3Q23 Key Financial Data 3Q23 Performance Highlights(4) (Dollars in billions, e |
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| October 19, 2023 |
Quarterly Performance Summary Truist Financial Corporation Third Quarter 2023 Quarterly Performance Summary Truist Financial Corporation Third Quarter 2023 Table of Contents Quarterly Performance Summary Truist Financial Corporation Page Financial Highlights 1 Consolidated Statements of Income 2 Consolidated Ending Balance Sheets 3 Average Balances and Rates - Quarters 4 Average Balances and Rates - Year-To-Date 5 Credit Quality 6 Segment Financial Performance 10 Capital Information 11 Selected Mortgage Banking Information & Additional Information 12 Selected Items 13 Financial Highlights Quarter Ended Year-to-Date (Dollars in millions, except per share data, shares in thousands) Sept. |
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| October 19, 2023 |
Third Quarter 2023 Earnings Conference Call Bill Rogers – Chairman & CEO Mike Maguire – CFO October 19, 2023 2 This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, regarding the financial condition, results of operations, business plans and the future performance of Truist. |
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| October 2, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 September 26, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) |
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| October 2, 2023 |
Truist announces board of directors changes News Release Truist announces board of directors changes CHARLOTTE, N.C., Oct. 2, 2023 – Truist Financial Corporation (NYSE: TFC) today announced changes to its board of directors. Four members of the board are retiring after reaching Truist’s mandatory retirement age, and four members of the board have decided to conclude their board service, all effective Dec. 31, 2023. With these changes, Truis |
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| October 2, 2023 |
BYLAWS OF TRUIST FINANCIAL CORPORATION As Amended and Restated, Effective September 27, 2023 ARTICLE I Offices 1. |
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| September 11, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 September 11, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) |
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| September 11, 2023 |
Barclays Global Financial Services Conference Bill Rogers Chairman & CEO September 11, 2023 2 This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, regarding the financial condition, results of operations, business plans and the future performance of Truist. |
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| July 31, 2023 |
Exhibit 10.2 FIRST AMENDMENT AND RESOLUTIONS TO THE TRUIST FINANCIAL CORPORATION NON-QUALIFIED DEFINED CONTRIBUTION PLAN WHEREAS, Truist Financial Corporation (the “Company”) sponsors the Truist Financial Corporation Non-qualified Defined Contribution Plan (the “Plan”) for the purpose of (1) supplementing the benefits payable to certain participants under the Truist Financial Corporation 401(k) Sa |
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| July 31, 2023 |
Exhibit 10.1 TRUIST FINANCIAL CORPORATION NON-QUALIFIED DEFERRED COMPENSATION TRUST This Agreement ("Trust Agreement") is made this day of , to be effective as of July 1, 2023, by and between TRUIST FINANCIAL CORPORATION (the "Company") and TRUIST BANK (the "Trustee"). RECITALS The Company is the sponsor of the Truist Financial Corporation Non-Qualified Defined Contribution Plan (the "Plan"). The |
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| July 31, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended: June 30, 2023 Commission File Number: 1-10853 TRUIST FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) North Carolina 56-0939887 (State or other jurisdiction of incorpor |
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| July 20, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 20, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Comm |
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| July 20, 2023 |
Truist reports second quarter 2023 results ` News Release Truist reports second quarter 2023 results GAAP earnings of $1.2 billion, or $0.92 per share PPNR(1) up 5.8% and adjusted PPNR(1) down 1.3% compared to 2Q22 2Q23 actions further strengthen balance sheet; CET1 increased 50 basis points to 9.6% 2Q23 Key Financial Data 2Q23 Performance Highlights(4) (Dollars in billions, except per share data) 2Q23 1Q23 2Q22 Summary Income Statement Ne |
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| July 20, 2023 |
ex993-earningsdeck2q23 Second Quarter 2023 Earnings Conference Call Bill Rogers – Chairman & CEO Mike Maguire – CFO July 20, 2023 2 This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, regarding the financial condition, results of operations, business plans and the future performance of Truist. |
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| July 20, 2023 |
Quarterly Performance Summary Truist Financial Corporation Second Quarter 2023 Quarterly Performance Summary Truist Financial Corporation Second Quarter 2023 Table of Contents Quarterly Performance Summary Truist Financial Corporation Page Financial Highlights 1 Consolidated Statements of Income 2 Consolidated Ending Balance Sheets 3 Average Balances and Rates - Quarters 4 Average Balances and Rates - Year-To-Date 5 Credit Quality 6 Segment Financial Performance 10 Capital Information 11 Selected Mortgage Banking Information & Additional Information 12 Selected Items 13 Financial Highlights Quarter Ended Year-to-Date (Dollars in millions, except per share data, shares in thousands) June 30 March 31 Dec. |
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| June 27, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K (Mark One) ý ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-10853 A. Full title of the plan and |
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| June 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 June 8, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) Commission file number: 1-10853 North Carolina 56-0939887 (State or other jurisdiction |
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| June 6, 2023 |
FWP Filed Pursuant to Rule 433 Registration No. 333-261845 June 5, 2023 Truist Financial Corporation Pricing Term Sheet June 5, 2023 Medium-Term Notes, Series G (Senior) $1,750,000,000 5.867% Fixed-to-Floating Rate Senior Notes due June 8, 2034 Issuer Truist Financial Corporation Security 5.867% Fixed-to-Floating Rate Senior Notes due June 8, 2034 Expected Ratings* A3/Stable (Moody’s) / A-/Stable |
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| June 6, 2023 |
TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) 424B2 Filed Pursuant to Rule 424(b)(2) Registration No. 333-261845 PRICING SUPPLEMENT No. 8, dated June 5, 2023 (To prospectus, dated January 13, 2022, and prospectus supplement, dated March 11, 2022) TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) This pricing supplement supplements the terms and conditions in the prospectus, dated January 13, 2022, as supplemented by the prospe |
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| June 6, 2023 |
TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) 424B2 Filed Pursuant to Rule 424(b)(2) Registration No. 333-261845 PRICING SUPPLEMENT No. 9, dated June 5, 2023 (To prospectus, dated January 13, 2022, and prospectus supplement, dated March 11, 2022) TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) This pricing supplement supplements the terms and conditions in the prospectus, dated January 13, 2022, as supplemented by the prospe |
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| June 6, 2023 |
FWP Filed Pursuant to Rule 433 Registration No. 333-261845 June 5, 2023 Truist Financial Corporation Pricing Term Sheet June 5, 2023 Medium-Term Notes, Series G (Senior) $1,500,000,000 6.047% Fixed-to-Floating Rate Senior Notes due June 8, 2027 Issuer Truist Financial Corporation Security 6.047% Fixed-to-Floating Rate Senior Notes due June 8, 2027 Expected Ratings* A3/Stable (Moody’s) / A-/Stable |
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| June 5, 2023 |
SUBJECT TO COMPLETION, DATED JUNE 5, 2023 424B3 Filed Pursuant to Rule 424(b)(3) Registration No. 333-261845 This pricing supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but it is not complete and may be changed. This pricing supplement and the accompanying prospectus and prospectus supplement are not an offer to sell these securities and they are not soliciting an offer to buy these |
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| June 5, 2023 |
SUBJECT TO COMPLETION, DATED JUNE 5, 2023 424B3 Filed Pursuant to Rule 424(b)(3) Registration No. 333-261845 This pricing supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but it is not complete and may be changed. This pricing supplement and the accompanying prospectus and prospectus supplement are not an offer to sell these securities and they are not soliciting an offer to buy these |
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| May 1, 2023 |
Exhibit 10.3 TRUIST FINANCIAL CORPORATION 2022 INCENTIVE PLAN Performance Unit Award Agreement (Senior Executive – 60/10 Retirement) Grant Date: February 27, 2023 Performance Period: January 1, 2023 through December 31, 2025 THIS AGREEMENT (the “Agreement”), made effective as of February 27, 2023 (the “Grant Date”), between TRUIST FINANCIAL CORPORATION, a North Carolina corporation (“TFC”), for it |
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| May 1, 2023 |
Exhibit 10.2 TRUIST FINANCIAL CORPORATION 2022 INCENTIVE PLAN Performance Unit Award Agreement (Senior Executive – 60/5 Retirement) Grant Date: February 27, 2023 Performance Period: January 1, 2023 through December 31, 2025 THIS AGREEMENT (the “Agreement”), made effective as of February 27, 2023 (the “Grant Date”), between TRUIST FINANCIAL CORPORATION, a North Carolina corporation (“TFC”), for its |
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| May 1, 2023 |
Exhibit 10.5 TRUIST FINANCIAL CORPORATION 2022 INCENTIVE PLAN LTIP Award Agreement (Senior Executive – 60/10 Retirement) Name of Participant: [Name] Grant Date: February , 2022 Performance Period: January 1, 2023 through December 31, 2025 THIS AGREEMENT (the “Agreement”), made effective as of February 27, 2023 (the “Grant Date”), between TRUIST FINANCIAL CORPORATION, a North Carolina corporation ( |
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| May 1, 2023 |
Exhibit 10.4 TRUIST FINANCIAL CORPORATION 2022 INCENTIVE PLAN LTIP Award Agreement (Senior Executive – 60/5 Retirement) Name of Participant: [Name] Grant Date: February , 2022 Performance Period: January 1, 2023 through December 31, 2025 THIS AGREEMENT (the “Agreement”), made effective as of February 27, 2023 (the “Grant Date”), between TRUIST FINANCIAL CORPORATION, a North Carolina corporation (“ |
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| May 1, 2023 |
Exhibit 10.1 TRUIST FINANCIAL CORPORATION 2022 INCENTIVE PLAN Restricted Stock Unit Agreement (Performance-Based Vesting Component) (Senior Executive) Grant Date: February 27, 2023 Dates Vested (Subject to Section 3): March 15, 2025 as to 33.34% of the Award March 15, 2026 as to 33.33% of the Award March 15, 2027 as to 33.33% of the Award THIS AGREEMENT (the “Agreement”), made effective as of Febr |
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| May 1, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended: March 31, 2023 Commission File Number: 1-10853 TRUIST FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) North Carolina 56-0939887 (State or other jurisdiction of incorpo |
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| May 1, 2023 |
Exhibit 10.6 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (this “Agreement”), dated the 15th day of February, 2023, is by and between John Howard, a resident of the State of North Carolina (“Employee”), and TRUIST INSURANCE HOLDINGS, INC., a Delaware corporation (together with any successor thereto, including, without limitation, Truist Insurance Holdings, LLC., a Delaware limited liability comp |
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| April 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 25, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Com |
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| April 20, 2023 |
Quarterly Performance Summary Truist Financial Corporation First Quarter 2023 Quarterly Performance Summary Truist Financial Corporation First Quarter 2023 Table of Contents Quarterly Performance Summary Truist Financial Corporation Page Financial Highlights 1 Consolidated Statements of Income 2 Consolidated Ending Balance Sheets 3 Average Balances and Rates - Quarters 4 Credit Quality 5 Segment Financial Performance 8 Capital Information 9 Selected Mortgage Banking Information & Additional Information 10 Selected Items 11 Financial Highlights Quarter Ended (Dollars in millions, except per share data, shares in thousands) March 31 Dec. |
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| April 20, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 20, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Com |
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| April 20, 2023 |
Truist reports first quarter 2023 results ` News Release Truist reports first quarter 2023 results GAAP earnings of $1.4 billion, or $1.05 per share PPNR(1) up 47% and adjusted PPNR(1) up 19% compared to 1Q22 Capital, liquidity, and credit quality remain strengths 1Q23 Key Financial Data 1Q23 Performance Highlights(3) (Dollars in billions, except per share data) 1Q23 4Q22 1Q22 Summary Income Statement Net interest income - TE $ 3.92 $ 4.0 |
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| April 20, 2023 |
ex993-earningsdeck1q23 First Quarter 2023 Earnings Conference Call Bill Rogers – Chairman & CEO Mike Maguire – CFO April 20, 2023 2 This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, regarding the financial condition, results of operations, business plans and the future performance of Truist. |
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| April 3, 2023 |
EX-99.1 Exhibit 99.1 Truist completes previously announced sale of minority stake in Truist Insurance Holdings to Stone Point Capital CHARLOTTE, N.C. and GREENWICH, Conn. – April 3, 2023 – Truist (NYSE: TFC) announced today that it has completed the previously announced sale of a 20% stake in Truist Insurance Holdings, LLC, a subsidiary of Truist and the sixth-largest insurance brokerage in the Un |
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| April 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 April 3, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) Commission file number: 1-10853 North Carolina 56-0939887 (State or other jurisdiction |
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| March 13, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STAT EMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Schedule 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy |
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| March 13, 2023 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A (Rule 14a-101) INFORMATION REQUIRED IN PROXY STATEMENT SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Schedule 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement |
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| March 8, 2023 |
ex991presentation0323 1 Strategically Positioning Truist Insurance Holdings for Long-Term Success Bill Rogers – Chairman & CEO Mike Maguire – CFO John Howard – Chief Insurance Officer Truist Financial Corporation February 16, 2023 2 Forward-looking statements This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, regarding the financial condition, results of operations, business plans and the future performance of Truist. |
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| March 8, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 March 8, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Comm |
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| February 28, 2023 |
EXHIBIT 22 LIST OF SUBSIDIARY ISSUERS OF GUARANTEED SECURITIES Truist Financial Corporation (“TFC”) has guaranteed the payment of certain amounts due with respect to the securities of its subsidiary described below. |
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| February 28, 2023 |
Exhibit 10.56 FOURTH AMENDMENT TO THE TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN (August 1, 2020 Restatement) WHEREAS, the Truist Financial Corporation Pension Plan (the "Plan"), formerly named the BB&T Corporation 401(k) Savings Plan, was originally adopted effective as of July 1, 1982; WHEREAS, the Plan was most recently restated effective as of August 1, 2020; WHEREAS, under Section 9.3 o |
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| February 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 Commission File Number: 1-10853 TRUIST FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) North Carolina 56-0939887 (State or other jurisdiction of incorporation |
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| February 28, 2023 |
Exhibit 10.67 Daryl N. Bible 4701 Carmel Park Lane Charlotte, NC 29226 December 2, 2022 Truist Financial Corporation 214 North Tryon Street Charlotte, North Carolina 28202 Attn: Kimberly Moore-Wright, Chief Teammate Officer and Head of Enterprise Diversity Copy: Ellen M. Fitzsimmons, Chief Legal Officer and Head of Public Affairs Dear Kim, Reference is made to the Retirement and Consulting Agreeme |
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| February 28, 2023 |
Exhibit 10.55 THIRD AMENDMENT TO THE TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN (August 1, 2020 Restatement) WHEREAS, the Truist Financial Corporation Pension Plan (the “Plan”), formerly named the BB&T Corporation 401(k) Savings Plan, was originally adopted effective as of July 1, 1982; WHEREAS, the Plan was most recently restated effective as of August 1, 2020; WHEREAS, the Plan filed a det |
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| February 28, 2023 |
Exhibit 10.7 TERMINATION AMENDMENT TO THE SOUTHERN NATIONAL DEFERRED COMPENSATION PLAN FOR KEY EXECUTIVES This Termination Amendment ("Amendment") to the Southern National Deferred Compensation Plan for Key Executives (the "Plan") is made and entered into by Truist Financial Company, effective as set forth below. WHEREAS, effective January 1, 1989, Southern National Bank of North Carolina establis |
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| February 28, 2023 |
Exhibit 21 SUBSIDIARIES OF THE REGISTRANT As of December 31, 2022 Truist Financial Corporation, a North Carolina corporation, is a FHC. |
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| February 28, 2023 |
Exhibit 4.9 DESCRIPTION OF THE SECURITIES REGISTERED PURSUANT TO SECTION 12 OF THE SECURITIES EXCHANGE ACT OF 1934 As of February 28, 2023, Truist Financial Corporation has three classes of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): (1) common stock; (2) three series of depositary shares representing interests in preferred stock |
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| February 16, 2023 |
EX-99.2 Exhibit 99.2 Strategically Positioning Truist Insurance Holdings for Long-Term Success Bill Rogers – Chairman & CEO Mike Maguire – CFO John Howard – Chief Insurance Officer Truist Financial Corporation February 16, 2023 1 Forward-looking statements This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, regarding t |
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| February 16, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 February 15, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) Commission file number: 1-10853 North Carolina 56-0939887 (State or other jurisdic |
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| February 16, 2023 |
Exhibit 99.1 Press Release Truist announces agreement to sell minority stake in Truist Insurance Holdings to Stone Point Capital, valuing the business at $14.75 billion Sale of 20% stake for $1.95 billion strategically positions Truist Insurance Holdings for long-term success and growth Truist maintains client service approach, strategic flexibility, and future upside in insurance business Stone P |
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| February 9, 2023 |
TFC / Truist Financial Corp / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 8)* Name of issuer: Truist Financial Corp. Title of Class of Securities: Common Stock CUSIP Number: 89832Q109 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule is filed |
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| January 27, 2023 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 26, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) Commission file number: 1-10853 North Carolina 56-0939887 (State or other jurisdict |
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| January 24, 2023 |
FWP Filed Pursuant to Rule 433 Registration No. 333-261845 January 23, 2023 Truist Financial Corporation Pricing Term Sheet January 23, 2023 Medium-Term Notes, Series G (Senior) $1,500,000,000 5.122% Fixed-to-Floating Rate Senior Notes due January 26, 2034 Issuer Truist Financial Corporation Security 5.122% Fixed-to-Floating Rate Senior Notes due January 26, 2034 Expected Ratings* A3/Stable (Moody |
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| January 24, 2023 |
TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) Filed Pursuant to Rule 424(b)(2) Registration No. 333-261845 PRICING SUPPLEMENT No. 7, dated January 23, 2023 (To prospectus, dated January 13, 2022, and prospectus supplement, dated March 11, 2022) TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) This pricing supplement supplements the terms and conditions in the prospectus, dated January 13, 2022, as supplemented by the prospect |
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| January 24, 2023 |
TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) Filed Pursuant to Rule 424(b)(2) Registration No. 333-261845 PRICING SUPPLEMENT No. 6, dated January 23, 2023 (To prospectus, dated January 13, 2022, and prospectus supplement, dated March 11, 2022) TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) This pricing supplement supplements the terms and conditions in the prospectus, dated January 13, 2022, as supplemented by the prospect |
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| January 24, 2023 |
Filed Pursuant to Rule 433 Registration No. 333-261845 January 23, 2023 Truist Financial Corporation Pricing Term Sheet January 23, 2023 Medium-Term Notes, Series G (Senior) $1,500,000,000 4.873% Fixed-to-Floating Rate Senior Notes due January 26, 2029 Issuer Truist Financial Corporation Security 4.873% Fixed-to-Floating Rate Senior Notes due January 26, 2029 Expected Ratings* A3/Stable (Moody’s) |
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| January 23, 2023 |
SUBJECT TO COMPLETION, DATED JANUARY 23, 2023 Filed Pursuant to Rule 424(b)(3) Registration No. 333-261845 This pricing supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but it is not complete and may be changed. This pricing supplement and the accompanying prospectus and prospectus supplement are not an offer to sell these securities and they are not soliciting an offer to buy these secur |
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| January 23, 2023 |
SUBJECT TO COMPLETION, DATED JANUARY 23, 2023 Filed Pursuant to Rule 424(b)(3) Registration No. 333-261845 This pricing supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but it is not complete and may be changed. This pricing supplement and the accompanying prospectus and prospectus supplement are not an offer to sell these securities and they are not soliciting an offer to buy these secur |
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| January 19, 2023 |
ex993-earningsdeck4q22 Fourth Quarter 2022 Earnings Conference Call Bill Rogers – Chairman & CEO Mike Maguire – CFO January 19, 2023 2 This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, regarding the financial condition, results of operations, business plans and the future performance of Truist. |
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| January 19, 2023 |
Quarterly Performance Summary Truist Financial Corporation Fourth Quarter 2022 Quarterly Performance Summary Truist Financial Corporation Fourth Quarter 2022 Table of Contents Quarterly Performance Summary Truist Financial Corporation Page Financial Highlights 1 Financial Highlights - Five Quarter Trend 2 Consolidated Statements of Income 3 Consolidated Statements of Income - Five Quarter Trend 4 Consolidated Ending Balance Sheets - Five Quarter Trend 5 Average Balance Sheet |
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| January 19, 2023 |
` News Release Contact: Investors: Ankur Vyas 404.827.6714 | [email protected] Media: Shelley Miller 704.692.1518 | [email protected] Truist reports fourth quarter and full year 2022 results Fourth quarter 2022 GAAP earnings of $1.6 billion, or $1.20 per diluted share Fourth quarter 2022 Adjusted earnings of $1.7 billion, or $1.30 per diluted share Results reflect strong PPNR performance as a re |
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| January 19, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 January 19, 2023 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (C |
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| October 31, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended: September 30, 2022 Commission File Number: 1-10853 TRUIST FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) North Carolina 56-0939887 (State or other jurisdiction of inc |
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| October 31, 2022 |
Exhibit 10.1 EXECUTIVE SEVERANCE AND NONCOMPETITION AGREEMENT This EXECUTIVE SEVERANCE AND NONCOMPETITION AGREEMENT (?Agreement?) is effective as of , 2022, by and between TRUIST FINANCIAL CORPORATION, a North Carolina corporation (the ?Company?), and [Name of Executive] (?Executive?). Capitalized terms used but not defined herein shall have the meanings ascribed to such terms in the Management Ch |
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| October 28, 2022 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 28, 2022 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) Commission file number: 1-10853 North Carolina 56-0939887 (State or other jurisdict |
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| October 27, 2022 |
TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) Filed Pursuant to Rule 424(b)(2) Registration No. 333-261845 PRICING SUPPLEMENT No. 5, dated October 26, 2022 (To prospectus, dated January 13, 2022, and prospectus supplement, dated March 11, 2022) TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) This pricing supplement supplements the terms and conditions in the prospectus, dated January 13, 2022, as supplemented by the prospect |
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| October 27, 2022 |
TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) Filed Pursuant to Rule 424(b)(2) Registration No. 333-261845 PRICING SUPPLEMENT No. 4, dated October 26, 2022 (To prospectus, dated January 13, 2022, and prospectus supplement, dated March 11, 2022) TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) This pricing supplement supplements the terms and conditions in the prospectus, dated January 13, 2022, as supplemented by the prospect |
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| October 27, 2022 |
Filed Pursuant to Rule 433 Registration No. 333-261845 October 26, 2022 Truist Financial Corporation Pricing Term Sheet October 26, 2022 Medium-Term Notes, Series G (Senior) $750,000,000 5.900% Fixed-to-Floating Rate Senior Notes due October 28, 2026 Issuer Truist Financial Corporation Security 5.900% Fixed-to-Floating Rate Senior Notes due October 28, 2026 Expected Ratings* A3/Stable (Moody?s) / |
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| October 27, 2022 |
Filed Pursuant to Rule 433 Registration No. 333-261845 October 26, 2022 Truist Financial Corporation Pricing Term Sheet October 26, 2022 Medium-Term Notes, Series G (Senior) $750,000,000 6.123% Fixed-to-Floating Rate Senior Notes due October 28, 2033 Issuer Truist Financial Corporation Security 6.123% Fixed-to-Floating Rate Senior Notes due October 28, 2033 Expected Ratings* A3/Stable (Moody?s) / |
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| October 26, 2022 |
Exhibit 3.1 BYLAWS OF TRUIST FINANCIAL CORPORATION As Amended and Restated, Effective October 25, 2022 ARTICLE I Offices 1. Principal Office: The principal office of the corporation shall be located at 214 N. Tryon Street, Charlotte, North Carolina, or at such other place as the Board of Directors may fix from time to time. 2. Registered Office: The corporation shall maintain a registered office o |
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| October 26, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 25, 2022 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (C |
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| October 26, 2022 |
SUBJECT TO COMPLETION, DATED OCTOBER 26, 2022 Filed Pursuant to Rule 424(b)(3) Registration No. 333-261845 This pricing supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but it is not complete and may be changed. This pricing supplement and the accompanying prospectus and prospectus supplement are not an offer to sell these securities and they are not soliciting an offer to buy these secur |
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| October 26, 2022 |
SUBJECT TO COMPLETION, DATED OCTOBER 26, 2022 Filed Pursuant to Rule 424(b)(3) Registration No. 333-261845 This pricing supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but it is not complete and may be changed. This pricing supplement and the accompanying prospectus and prospectus supplement are not an offer to sell these securities and they are not soliciting an offer to buy these secur |
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| October 18, 2022 |
ex993-earningsdeck3q22 Third Quarter 2022 Earnings Conference Call Bill Rogers – Chairman & CEO Mike Maguire – CFO October 18, 2022 2 This presentation contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, regarding the financial condition, results of operations, business plans and the future performance of Truist. |
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| October 18, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 October 18, 2022 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (C |
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| October 18, 2022 |
` News Release Contact: Investors: Ankur Vyas 404.827.6714 | [email protected] Media: Shelley Miller 704.692.1518 | [email protected] Truist reports third quarter 2022 results Third quarter 2022 GAAP earnings of $1.5 billion, or $1.15 per diluted share Third quarter 2022 Adjusted earnings of $1.7 billion, or $1.24 per diluted share Results reflect strong loan growth and expanded NIM given higher |
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| October 18, 2022 |
Quarterly Performance Summary Truist Financial Corporation Third Quarter 2022 Quarterly Performance Summary Truist Financial Corporation Third Quarter 2022 Table of Contents Quarterly Performance Summary Truist Financial Corporation Page Financial Highlights 1 Financial Highlights - Five Quarter Trend 2 Consolidated Statements of Income 3 Consolidated Statements of Income - Five Quarter Trend 4 Consolidated Ending Balance Sheets - Five Quarter Trend 5 Average Balance Sheets |
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| October 11, 2022 |
BUL / Pacer US Cash Cows Growth ETF / TRUIST FINANCIAL CORP Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Pacer US Cash Cows Growth ETF 69374H667 September 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1 (b) [ ] Rule 13d-1 (c) [ ] Rule 13d-1 (d) *The remainder of this cover page shall be filled |
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| September 16, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 September 13, 2022 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) |
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| September 7, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 September 7, 2022 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) ( |
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| September 7, 2022 |
Truist names Mike Maguire as chief financial officer EX-99.1 2 ex991-newsreleasex0922.htm EX-99.1 Exhibit 99.1 News Release Truist names Mike Maguire as chief financial officer CHARLOTTE, N.C., Sept. 7, 2022 - Truist Financial Corporation (NYSE: TFC) today announced that Mike Maguire, Truist’s chief consumer finance and payments officer, has been named chief financial officer (CFO) effective Sept. 15. Maguire succeeds current Truist CFO Daryl Bible, |
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| August 1, 2022 |
Exhibit 10.1 JUNE 2, 2022 RETIREMENT AND CONSULTING AGREEMENT This RETIREMENT AND CONSULTING AGREEMENT (?Agreement?) is made and entered into by and between Daryl N. Bible (?Executive?) and Truist Financial Corporation (?Truist?). WHEREAS Executive is currently employed by Truist as Senior Executive Vice President and Chief Financial Officer; WHEREAS Executive has decided to end Executive?s employ |
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| August 1, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended: June 30, 2022 Commission File Number: 1-10853 TRUIST FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) North Carolina 56-0939887 (State or other jurisdiction of incorpor |
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| July 28, 2022 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 28, 2022 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) Commission file number: 1-10853 North Carolina 56-0939887 (State or other jurisdiction |
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| July 28, 2022 |
Exhibit 4.1 FOURTH SUPPLEMENTAL INDENTURE DATED AS OF JULY 28, 2022 To Indenture Regarding Subordinated Securities, dated as of May 24, 1996, as amended by the First Supplemental Indenture, dated as of December 23, 2003, the Second Supplemental Indenture, dated as of September 24, 2004, and the Third Supplemental Indenture, dated as of May 4, 2009 by and between TRUIST FINANCIAL CORPORATION and U. |
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| July 27, 2022 |
TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series H (Subordinated) Filed Pursuant to Rule 424(b)(2) Registration No. 333-261845 PRICING SUPPLEMENT No. 2, dated July 25, 2022 (To prospectus, dated January 13, 2022, and prospectus supplement, dated March 11, 2022) TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series H (Subordinated) This pricing supplement supplements the terms and conditions in the prospectus, dated January 13, 2022, as supplemented by the prosp |
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| July 27, 2022 |
TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) Filed Pursuant to Rule 424(b)(2) Registration No. 333-261845 PRICING SUPPLEMENT No. 3, dated July 25, 2022 (To prospectus, dated January 13, 2022, and prospectus supplement, dated March 11, 2022) TRUIST FINANCIAL CORPORATION Medium-Term Notes, Series G (Senior) This pricing supplement supplements the terms and conditions in the prospectus, dated January 13, 2022, as supplemented by the prospectus |
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| July 26, 2022 |
MANAGEMENT CHANGE OF CONTROL, SEVERANCE, AND NONCOMPETITION PLAN Exhibit 10.1 MANAGEMENT CHANGE OF CONTROL, SEVERANCE, AND NONCOMPETITION PLAN This MANAGEMENT CHANGE OF CONTROL, SEVERANCE, AND NONCOMPETITION PLAN (?Plan?) is effective as of July 25th , 2022, by TRUIST FINANCIAL CORPORATION, a North Carolina corporation (the ?Company?). Section 1. Purpose of the Plan. The purpose of the Plan is to establish and maintain a vital management team essential to prote |
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| July 26, 2022 |
FWP 1 d350325dfwp.htm FWP Filed Pursuant to Rule 433 Registration No. 333-261845 July 25, 2022 Truist Financial Corporation Pricing Term Sheet July 25, 2022 Medium-Term Notes, Series H (Subordinated) $1,000,000,000 4.916% Fixed-to-Floating Rate Subordinated Notes due July 28, 2033 Issuer Truist Financial Corporation Security 4.916% Fixed-to-Floating Rate Subordinated Notes due 2033 Expected Rating |
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| July 26, 2022 |
Filed Pursuant to Rule 433 Registration No. 333-261845 July 25, 2022 Truist Financial Corporation Pricing Term Sheet July 25, 2022 Medium-Term Notes, Series G (Senior) $1,500,000,000 4.260% Fixed-to-Floating Rate Senior Notes due July 28, 2026 Issuer Truist Financial Corporation Security 4.260% Fixed-to-Floating Rate Senior Notes due 2026 Expected Ratings* A3/Stable (Moody?s) / A-/Positive (S&P) / |
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| July 26, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 25, 2022 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Comm |
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| July 25, 2022 |
SUBJECT TO COMPLETION, DATED JULY 25, 2022 Filed Pursuant to Rule 424(b)(3) Registration No. 333-261845 This pricing supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but it is not complete and may be changed. This pricing supplement and the accompanying prospectus and prospectus supplement are not an offer to sell these securities and they are not soliciting an offer to buy these secur |
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| July 25, 2022 |
SUBJECT TO COMPLETION, DATED JULY 25, 2022 Filed Pursuant to Rule 424(b)(3) Registration No. 333-261845 This pricing supplement relates to an effective registration statement under the Securities Act of 1933, as amended, but it is not complete and may be changed. This pricing supplement and the accompanying prospectus and prospectus supplement are not an offer to sell these securities and they are not soliciting an offer to buy these secur |
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| July 19, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 8-K Current Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 July 19, 2022 Date of Report (Date of earliest event reported) Truist Financial Corporation (Exact name of registrant as specified in its charter) North Carolina 1-10853 56-0939887 (State or other jurisdiction of incorporation) (Comm |
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| July 19, 2022 |
Second Quarter 2022 Earnings Conference Call Bill Rogers ? Chairman & CEO Daryl Bible ? CFO July 19, 2022 2 This presentation contains ?forward-looking statements? within the meaning of the Private Securities Litigation Reform Act of 1995, regarding the financial condition, results of operations, business plans and the future performance of Truist. |
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| July 19, 2022 |
` News Release Contact: Investors: Ankur Vyas 404.827.6714 | [email protected] Media: Shelley Miller 704.692.1518 | [email protected] Truist reports second quarter 2022 results Second quarter 2022 GAAP earnings of $1.5 billion, or $1.09 per diluted share Second quarter 2022 Adjusted earnings of $1.6 billion, or $1.20 per diluted share Results reflect strong loan growth and expanded NIM given hig |
